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BLACKDIAMOND WEALTH MANAGEMENT, LLC
CRD 291459File 801-112524
APPROVED
Retail clients
Disclosure events
Filing as of Jul 9, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$424.0M
Below cohort median (national)
Discretionary AUM
$405.6M
Non-discretionary $18.4M
Clients
379
1,238 accounts
Employees
10
Below cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Feb 26, 2018
- Principal office
- 31 HUDSON YARDS, FLOOR 10, SUITE 55, NEW YORK, NY, 10001
- Phone
- (212) 784-6999
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $424.0M
- Discretionary AUM
- $405.6M
- Non-discretionary AUM
- $18.4M
- Discretionary accounts
- 1,232
- Non-discretionary accounts
- 6
- Total accounts
- 1,238
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $819K |
| High net worth individuals | 96 | $281.6M |
| Pension and profit sharing plans | 8 | $18.4M |
| Individuals (other than high net worth individuals) | 275 | $123.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11E2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 328 | 379 | increased by51 |
| Apr 1, 2026 | AUM | $322,441,500 | $423,967,458 | increased by$101,525,958 |
| Apr 1, 2026 | Accounts | 1,100 | 1,238 | increased by138 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 9 | 10 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 7 | 9 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 243 | 328 | increased by85 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $176,153,863 | $322,441,500 | increased by$146,287,637 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 671 | 1,100 | increased by429 |
| Feb 1, 2022 | Clients | 206 | 243 | increased by37 |
| Feb 1, 2022 | AUM | $128,423,181 | $176,153,863 | increased by$47,730,682 |
| Feb 1, 2022 | Accounts | 504 | 671 | increased by167 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BLACKDIAMOND WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BLACKDIAMOND WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.